Tiburon CEO Summit XXIV


Today I’m out of the office from dawn til dusk as I’ll be attending my first ever Tiburon CEO Summit at the Ritz Carlton in downtown NYC!

Tiburon is perhaps the most important conference for the wealth management industry held each year, an invite-only affair comprised almost completely of c-level executives and the highly influential people who are driving our business. Networking is cool, but it’s not really my primary objective – I have nothing to sell anyone. Mainly, I go to these things so that I can make sure I understand what’s working at other firms and what isn’t, what new services we can bring into our practice to improve the client experience and how people are coping with changes in regulation, technology, markets etc.

The speaker’s list this year is ridiculously stacked – but I’m most specifically looking forward to hearing from Chip Roame, the managing partner of Tiburon who puts the whole thing together. Chip’s command of trends within the wealth business is second to none.

I’ll be reporting back to you guys with all of the most interesting stuff I learn there, stay tuned.

In the meantime, more information about the conference and agenda here:

About the CEO Summit

Meeting Agenda

Attendee List


What's been said:

Discussions found on the web
  1. Blue Coaster33 commented on Apr 20

    Whispering Misty

    So sorry you will miss the workshop!

  2. streaming movies commented on Apr 24

    Third Flower

    My wife and that i have been now delighted that Albert could carry out his scientific studies thanks to the strategies he had by way of your website. It really is from time to time perplexing to simply normally be freely giving ways which many people c…

  3. streaming movies commented on Apr 24

    Souls in the Waves

    Superior Early morning, I just stopped in to visit your site and believed I would say I appreciated myself.

  4. water ionizers commented on Apr 25

    The Slave of the Husband

    Seeking in advance to studying further from you afterward!…

  5. water ionizer commented on Apr 26

    Woman of Alien

    Perfect work you may have carried out, this website is basically amazing with superb information. Time is God’s method of preserving anything from going on at the same time.

  6. kangen water commented on Apr 30

    The Absent Game

    Amongst me and my husband we’ve owned far more MP3 players over the years than I can count, like Sansas, iRivers, iPods (typical & touch), the Ibiza Rhapsody, etc. But, the last few a long time I’ve settled down to one line of gamers.

  7. enagic commented on May 01

    Thorn of Girl

    Superb data may be uncovered on this internet web site.

  8. Google commented on Jun 22


    Check beneath, are some totally unrelated web-sites to ours, nonetheless, they may be most trustworthy sources that we use.

  9. Google commented on Jul 19


    The info talked about inside the article are a few of the best offered.

  10. fmovies.style commented on Sep 16

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2013/04/09/tiburon-ceo-summit-xxiv/ […]

  11. bitcoin informacion commented on Sep 30

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2013/04/09/tiburon-ceo-summit-xxiv/ […]

  12. 먹튀검증사이트 commented on Oct 07

    … [Trackback]

    […] There you will find 47523 more Information to that Topic: thereformedbroker.com/2013/04/09/tiburon-ceo-summit-xxiv/ […]

  13. child protection online training commented on Nov 01

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2013/04/09/tiburon-ceo-summit-xxiv/ […]